The clients I tend to work with come via their accountants or as referrals from family or friends. They are often
• hard working, time poor, small business owners who appreciate that good advice and strong relationships allow them to focus on what they do well.
• employees who have already started building wealth for their retirement but don't know if they are on track.
• people in or approaching retirement who want the maximum benefit from the years of work they've invested.
For all of the above my main goal is to understand what you are striving for and give you some peace of mind that it will be achieved.

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